Senior Intraday Liquidity Strategist - Digital Assets

Charles Schwab; Lone Tree (CO); Hybrid; USD 150,000 - 190,000; Full time

Benefits offered by this job

401(k) match

Employee stock purchase plan

PTO & sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a senior Liquidity and Funding Management specialist in Colorado. You will lead liquidity strategy for emerging products, including digital assets and tokenized securities, and assess intraday liquidity impacts across 24/7 trading.

The role requires 6+ years in finance with liquidity risk experience, strong analytical skills, and deep regulatory knowledge. Hybrid work model and competitive benefits are offered.

Qualifications

• Bachelor’s degree required; MBA preferred.
• CFA, CPA or FRM designation preferred.
• 6+ years in finance with 3+ years of liquidity risk management
• Deep knowledge of broker / dealer liquidity requirements (series 27 preferred)
• Deep knowledge of bank liquidity requirements
• Experience with secured financing and collateral upgrade transactions
• Experience assessing liquidity risks of digital assets, blockchain, tokenization, or other emerging products preferred
• Experience with financial systems and financial data
• Excellent analytical, strategic planning, problem resolution skills
• Excellent oral and written communication skills

Responsibilities

• Develop liquidity strategies and analytical frameworks for emerging products (long/short, securities financing, digital assets, tokenized securities).
• Assess intraday liquidity, funding, and collateral implications of new business activities (24/7 trading, evolving settlement).
• Quantify liquidity requirements and evaluate collateral eligibility for digital assets and tokenized securities.
• Own Treasury workstreams and deliverables for digital asset initiatives from ideation to delivery.
• Design and implement monitoring metrics and reports on intraday liquidity.
• Monitor customer trading activities and identify intraday liquidity risks.
• Stay abreast of macro-economic, regulatory, and market structure developments.
• Prepare and review ALCO, senior management, and Board committee materials.

Skills

Liquidity risk management

Regulatory knowledge

Analytical skills

Communication skills

Digital assets knowledge

Financial data experience

Strategic planning

Problem solving

Excel / financial modeling

Education

Bachelor's degree

MBA preferred

CFA/CPA/FRM preferred

Tools

Bloomberg

SQL

Job description

Charles Schwab is seeking a senior Liquidity and Funding Management specialist in Colorado. You will lead liquidity strategy for emerging products, including digital assets and tokenized securities, and assess intraday liquidity impacts across 24/7 trading.

The role requires 6+ years in finance with liquidity risk experience, strong analytical skills, and deep regulatory knowledge. Hybrid work model and competitive benefits are offered.